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OfficeTools Logo

Run your tax and accounting practice from a single solution

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OfficeTools - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

OfficeTools overview

What is OfficeTools?

OfficeTools is a practice management solution for accounting and tax firms which provides users with tools for managing clients, projects, tasks, documents, time, billing, and more. Deploy the solution that fits your firm needs, on-premise or in the cloud. OfficeTools Workspace provides everything you need to run your tax and accounting practice from a single solution. Track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team. OfficeTools Cloud is an all-in-one practice management solution that allows growing firms to automate their practice from a single, secure web-based application. Track client work, collaborate with your team, and gain instant access to your firm’s clients, projects, phone calls, time entries, and notes — anytime, anywhere, from any browser. Manage your accounting firm from the cloud with OfficeTools Cloud.

Who uses OfficeTools?

By industry, OfficeTools reviewers are most commonly professionals in accounting (83%). The most frequent use case for OfficeTools cited by reviewers is accounting practice management (52% of reviewers).

What do users say about OfficeTools pricing?

Some users find OfficeTools affordable and comprehensive, and they appreciate its reliability and value for money. However, many reviewers express frustration with significant price increases, especially post-acquisition, and they feel the rising costs lack corresponding improvements.

Starting price

Free

Alternatives

with better value for money


Pros & Cons

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Billing and Project Management

Contact Management

Invoicing

Customer Support

Bugs and Issues

Document Management

OfficeTools’s user interface

Ease of use rating:

OfficeTools pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(22)
3-4(90)
5(84)

What do users say about OfficeTools?

It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.

Select to learn more


Who uses OfficeTools?

Based on 196 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Financial Services
Computer Software
Food Production
Others

Use cases

Accounting Practice Management
Billing and Invoicing
Tax Practice Management
Professional Services
Professional Services Automation

OfficeTools's key features

Most critical features, based on insights from OfficeTools users:

Document management
Workflow management
Task management
Client portal
Billing & invoicing
Due date tracking

All OfficeTools features

Features rating:

Invoice creation
Invoice history
For accountants
Expense tracking
Online invoicing
Online payments
Document storage
Customizable invoices
Payment processing
Project accounting
Client management
Tax calculation
Project time tracking
Project billing
Project tracking
Recurring/Subscription billing
Reminders
Staff management
Task progress tracking
Monitoring
Time tracking
Mobile payments
Timer
Timesheet management
Accounting
Appointment management
Approval workflow
Audit trail
Billable items tracking
Billing portal
Calendar management
Collaboration tools
Communication management
Contact database
Contingency billing
CRM
Customizable branding
Email management
Employee management
Financial management
For cpa firms
For tax practices
Hourly billing

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OfficeTools pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about OfficeTools price and value

Value for money rating:

Of 22 reviews that provide robust commentary on OfficeTools's price and value, 36% mention it in a positive light.

Some users find OfficeTools to be a reasonably priced, comprehensive, and customizable product. They appreciate its affordability and reliability, noting that it offers good value for money. However, many reviewers express concerns about the significant price increases, especially after the acquisition by Abacus. They mention that the cost of implementation, training, and ongoing subscription fees can add up, making it expensive for small businesses. Some users report that the price hikes are not accompanied by meaningful updates or improvements to the software, leading to dissatisfaction with the overall value for money.

, and

To see what individual users think of OfficeTools's cost and value, check out the review excerpts below.

“The software is very user friendly software, very customizable, very reasonably priced.”
JT

Jeffrey T.

Managing Partner

“It is a very affordable and very comprehensive product. ”
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Terri S.

Owner

“It is very expensive, and to add any linkage to softwares only adds additional fees.”
CN

Chris N.

Manager

OfficeTools integrations (5)

Integrations rated by users

We looked at 196 user reviews to identify which products are mentioned as OfficeTools integrations and how users feel about them.

Integration rating: 1.0 (1)

put email with client documents. not good. sometimes you will get hundreds of the same email in client document folder.

dl

dan l.

pres

Lacerte Tax logo
Lacerte Tax

Integration rating: 2.5 (2)

OfficeTools support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
24/7 (Live rep)
Knowledge Base
Email/Help Desk
Phone Support

Training options

In Person
Documentation
Webinars
Live Online

OfficeTools FAQs

Q. Who are the typical users of OfficeTools?

OfficeTools has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What are the benefits of using OfficeTools?

  • Gain a 360 view of your firm and keep everyone on track with due date monitoring, reminders, activity lists, and detailed reporting.

  • Automate busywork using recurring workflow templates.

  • Send invoices and collect payments online using Abacus Payment Exchange (APX.)

  • Enable your clients to accept, view, upload, sign, and pay no matter where they are through the client portal; all within a cohesive branded experience.

  • Upload unlimited contacts and work templates


  • Q. What languages does OfficeTools support?

    OfficeTools supports the following languages:
    English


    Q. Does OfficeTools offer an API?

    No, OfficeTools does not have an API available.


    Q. What level of support does OfficeTools offer?

    OfficeTools offers the following support options:
    FAQs/Forum, 24/7 (Live rep), Knowledge Base, Email/Help Desk, Phone Support

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